EE

EWG Elevate Portfolio holdings

AUM $320M
1-Year Est. Return 18.11%
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11M
3
+$2.96M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$2.94M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.25M

Top Sells

1
+$17.9M
2
+$9.83M
3
+$5.76M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.09M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.29M

Sector Composition

1 Real Estate 7.95%
2 Consumer Discretionary 3.67%
3 Financials 2.5%
4 Technology 2.32%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$88.2K 0.04%
+241
127
$88.1K 0.04%
10,694
128
$85.5K 0.04%
+1,329
129
$82.7K 0.04%
+1,110
130
$78.4K 0.04%
+790
131
$77.6K 0.04%
+706
132
$77.5K 0.04%
15,000
+5,000
133
$77K 0.04%
+828
134
$75K 0.04%
+313
135
$74.8K 0.04%
+4,065
136
$74.8K 0.04%
+6,755
137
$74.5K 0.04%
+918
138
$74.2K 0.04%
+1,373
139
$74.2K 0.04%
+1,630
140
$72.5K 0.04%
+822
141
$72.1K 0.04%
+7,670
142
$71.1K 0.04%
+394
143
$70K 0.04%
+337
144
$69.3K 0.03%
+494
145
$68.1K 0.03%
+2,583
146
$67.3K 0.03%
+559
147
$67K 0.03%
+932
148
$66.7K 0.03%
+475
149
$65.3K 0.03%
+1,588
150
$65.2K 0.03%
+2,592
4 5
6
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